Trust & Estate Planning
Our Trust and Estate Planning team is comprised of a multifaceted group of professionals with the extensive financial, business, legal, and tax experience required to serve our clients’ varied needs. Our clients benefit from the collective experience of a highly regarded, sophisticated, and motivated group. Our approach is guided by our commitment to legal work of the highest quality, our collaborative culture, and a deep dedication to our clients and our communities. We provide a comprehensive range of estate planning services to a diverse group of families and individuals. Working closely with our clients and their professional advisors, we help our clients understand and accomplish personal family objectives and probate, estate, and transfer tax goals. Utilizing a client-centered approach, we develop customized estate plans tailored to our clients’ individual needs and goals that reflect the unique family situations, values, and business needs of our clients and preserve, protect, and enhance their wealth for future generations and charitable purposes.
We offer legal counsel in:
Preparation of wills, revocable and irrevocable trusts, powers of attorney, living wills, and durable powers of attorney for health care (also known as advance directives)
Asset ownership, titling, and valuation review
Estate, gift, and generation-skipping tax planning
Probate planning
Review beneficiary designations for retirement accounts (IRAs, 401(k)s, etc.) and pension beneficiary elections
Review beneficiary designations and provide probate and estate tax planning with respect to life insurance
Probate, estate tax, and related succession planning for closely held businesses
Planning for incapacity and illness